Compare IVV, XLUI and SPY

IVV, XLUI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.45%+7.6%+5.8%[…][…]−12.3%12.1%$68M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · XLUI 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $853B$17,545

IVV

XLUI

State Street Utilities Select Sector SPDR Premium Income ETF · $68M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureXLUI

+11.3%Year to dateJan 1 → Nov 9+7.6%

+13.6%1 yearTotal return+5.8%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.11%Trailing 12-mo yield$111 · $1,545 a year on $10k15.45%

−8.9%Worst dropSmaller is better−12.3%

13.8%VolatilityLower is calmer12.1%

IVVXLUI Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs XLUI: Top 5 Holdings

Today

IVV

27.8%in top 5

XLUI

in top 5101.5%

IVVStockXLUI

not top 5XLU101.6%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5XLU26112-0.0%

not top 5XLU26112-0.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IVV vs XLUI Returns, Every Period

1Y

iSharesIVV

+13.6%

past year

XLUISPDR

+5.8%

past year

IVVXLUIFaded: behind in that period

2–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs XLUI

YTD

iSharesIVV

+11.3%

XLUISPDR

+7.6%

+11.3%Year to date+7.6%

−8.9%Worst drop · 1Y−12.3%

13.8%Volatility · 1Y12.1%

1.1%Yield15.4%

$853BAssets$68.1M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, XLUI, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

XLUI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, XLUI, SPY

1Y

15.45%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.45%$1,545

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,510most kept, XLUI

XLUI$1,545 − $35 = $1,510

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, XLUI, SPY

Today

99.9%most shared, IVV and SPY

IVVXLUISPY

IVV—0.0%99.9%

XLUI0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.6%IVV, at 13.8% volatility

XLUIWorst drop−12.3%12.1% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLUIIVV

+7.6%Year to date+11.3%

15.4%Yield1.1%

+5.8%Past year+13.6%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026